Nasdaq - Delayed Quote USD
Wasatch Ultra Growth Institutional (WGMCX)
As of 8:06 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 15.66% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Nov 21, 2024) | 19.41% |
| Worst 1Y Total Return (Nov 21, 2024) | -- |
| Best 3Y Total Return | 19.41% |
| Worst 3Y Total Return | -8.65% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WGMCX
Category
- YTD
- 8.88%
- 12.40%
- 1-Month
- 1.43%
- 3.37%
- 3-Month
- 4.17%
- 4.88%
- 1-Year
- 44.70%
- 55.69%
- 3-Year
- -9.97%
- 19.34%
- 5-Year
- 10.05%
- 20.72%
- 10-Year
- 12.64%
- 13.98%
- Last Bull Market
- 41.08%
- 27.85%
- Last Bear Market
- -25.54%
- -24.06%
Annual Total Return (%) History
Year
WGMCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.15% | -6.27% | 7.88% | -- |
| 2023 | 6.89% | 5.61% | -11.62% | 19.68% |
| 2022 | -16.66% | -25.54% | -3.97% | 1.36% |
| 2021 | 4.73% | 6.05% | -2.87% | -2.04% |
| 2020 | 51.34% | 11.15% | 23.18% | -- |
Rank in Category (By Total Return)
| YTD | 64 |
| 1-Month | 4 |
| 3-Month | 9 |
| 1-Year | 10 |
| 3-Year | 89 |
| 5-Year | 36 |
Load Adjusted Returns
| 1-Year | 44.70% |
| 3-Year | -9.97% |
| 5-Year | 10.05% |
| 10-Year | 12.64% |
Performance & Risk
| YTD Return | 15.66% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.26 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Wasatch |
| Net Assets | 958.24M |
| YTD Return | 8.88% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 31, 2020 |
Fund Summary
The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities, typically common stock, of smaller companies that the managers believe have the potential for rapid growth in earnings per share. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies. It may invest a large percentage of its assets in a few sectors. These sectors were information technology, health care, consumer discretionary, financials, and industrials.
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